Edward Jones - Financial Advisor: Katie Kohn

06/04/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/4eseILF

06/03/2026

Edward Jones’ new research with Gallup shows something powerful: Only 16% of Americans are financially fulfilled, meaning their finances support the life they want. But financial wellbeing isn’t defined by income or net worth alone. It’s driven by confidence, alignment with personal values and a sense of security and direction.

If this is something you’d be interested in, let’s connect. I’m here to help you make your money work for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

06/02/2026

While Alzheimer’s disease is incredibly challenging, families don’t have to navigate it alone.

The Alzheimer’s Association®️ Live Learning Webinars offer free education on planning ahead, care decisions and caregiver support at every stage.

I’m proud to be part of a firm that has been a National Presenting Sponsor of the Walk to End Alzheimer’s®️ since 2016, supporting awareness, education and hope.
Explore the webinars at alz.org/livelearning

And if you’d like support for whatever lies ahead, I’m here when you need me.

06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4wZjFUm

05/28/2026

Did you know that starting your retirement planning early can make a significant difference to your financial future? Whether you’re just beginning your career or approaching retirement, a well-structured plan can help you achieve the lifestyle you desire.

Let’s work together to build a custom roadmap for your goals. Message me today to set up a time to discuss your options.

05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/43B4xyZ

05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

05/22/2026

It's possible to put your whole family on the path to financial success and it starts with you. Learn more about how you can create budgeting solutions for you and your family.

Learn more about how you can create budgeting solutions for you and your family. From Edward Jones and EVERFI

05/20/2026

Want a more complete view of your overall financial well-being? Online Access allows you to connect your accounts outside of Edward Jones.

Connect and view accounts you have elsewhere in Online Access.

05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4wAOn67